Davie Kaplan, CPA Email Formats

Accounting • Brighton, New York, United States • 51-100 Employees

Davie Kaplan, CPA Email Formats

Davie Kaplan, CPA uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@daviekaplan.com), used 59.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@daviekaplan.com	61.5%
{first name}{last name}	johndoe@daviekaplan.com	32.7%
{last name}{last name}	doedoe@daviekaplan.com	5.8%

Key Contacts at Davie Kaplan, CPA

Jeanette Townsend

Principal, Director Of The Estate And Trust Group

David Edmondson

Senior Manager, Director Of Business Tax

Michelle Pfeiffer

Director Of Operations

Margret Naelly

Director Of Business Development

Company overview

Headquarters	100 Meridian Centre Blvd, Suite 200, Rochester, New York 14618, US
Phone number	+15855463450
Website	daviekaplan.com
NAICS	5412
SIC	872
Keywords	International, Succession Planning, Cost Segregation, Mergers & Acquisitions, Tax & Estate Planning, Business & Personal Taxation, Audit/Review/Compilation Services, Bookkeeping & Small Business Services, Fiduciary & Gift Taxation, Businesss Valuations
Founded	1934
Employees	51-100
Socials

About Davie Kaplan, CPA

Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families. We have been recognized as one of the Best Companies to Work for in New York by the Best Companies Group, and we’ve been named a Top Place to Work by the Rochester Democrat & Chronicle. Headquarters are located at: 100 Meridian Centre Blvd., Suite 200, Rochester, NY 14618 Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC and Davie Kaplan Wealth Care Advisors, LLC, both registered investment adviser. Cetera is under separate ownership from any other named entity.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Senior

Manager

Employees by Department

Davie Kaplan, CPA has 47 employees across 4 departments.

Departments

Number of employees

Funding Data

Davie Kaplan, CPA has never raised funding before.

Davie Kaplan, CPA Tech Stack

Discover the technologies and tools that power Davie Kaplan, CPA's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

AddToAny Share Buttons

WordPress plugins

Slick

JavaScript libraries

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

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HTTP/3

Miscellaneous

Hammer.js

JavaScript libraries

Frequently asked questions

Davie Kaplan, CPA is located in Brighton, New York, US.

You can reach Davie Kaplan, CPA at +15855463450.

Davie Kaplan, CPA was founded in 1934, making it 92 years old. The company has established itself as a significant player in its industry over this time.

Davie Kaplan, CPA has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Davie Kaplan, CPA

Jeanette Townsend

Principal, Director Of The Estate And Trust Group

David Edmondson

Senior Manager, Director Of Business Tax

Michelle Pfeiffer

Director Of Operations

Margret Naelly

Director Of Business Development

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